Institutional Ownership Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE). We have compiled data on the 863 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $4.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
39,646
shares
|
$1.25 Million
0.53% of portfolio
|
Q1 2023
Reduced 0.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
39,468
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
39,353
shares
|
$1.24 Million
0.54% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
39,195
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
39,145
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
38,241
shares
|
$1.2 Million
0.19% of portfolio
|
Q2 2025
Added 117.77%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
38,108
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
38,000
shares
|
$1.2 Million
0.4% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
37,782
shares
|
$1.19 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
37,541
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
37,169
shares
|
$1.17 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
36,571
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,556
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
36,469
shares
|
$1.15 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
36,251
shares
|
$1.14 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
35,804
shares
|
$1.13 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
35,526
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
35,360
shares
|
$1.11 Million
0.27% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
35,285
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
35,110
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
35,066
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
34,867
shares
|
$1.1 Million
0.55% of portfolio
|
Q4 2023
Reduced 19.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,746
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2022
Reduced 36.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
34,567
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 120.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
34,463
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 145.11%
|